Account Specialist; Commercial Lines​/Energy

Account Specialist (Commercial Lines/Energy)

IMA Account Specialists play a key strategic role on our property and casualty service teams, partnering closely with clients and carriers. We are looking for an experienced insurance professional to join our Commercial Lines/Energy team based in Dallas.

• Support and demonstrate IMA’s core values.
• Promote diversity, equity, and inclusion among all IMA associates.
• Assist the Account Manager & Account Executive on large and complex client accounts by preparing coverage comparisons, submissions, premium & rate analyses, and auditing expired or non‑renewed policies.
• Interact with clients (written or verbal) regarding special program needs and new assignments.
• Understand and deliver client expectations within your book of business.
• Temporarily back up Account Managers as needed to ensure seamless service.
• Problem‑solve and suggest proactive solutions to Account Managers and Account Executives.
• Perform loss analysis and related tasks such as invoicing, trending, tracking, and reconciliation.
• Manage special client requests, including allocation spreadsheets for specific lines of coverage or all lines, based on entity, location, or ownership.
• Use the AMS to maintain detailed account information (upload policies, input large schedules, driver lists, etc.).
• Control industry‑specific reporting (well reporting, builder’s risk, etc.).
• Review certificate of insurance requests and guide COE on invoicing allocations, surplus lines, policy processing, master COIs, and client‑specific instructions for customized , billings, etc.
• Support endorsement processing & billing, review notices of cancellation, analyze loss data within Experience Mods, conduct deductible analysis, and participate in internal review meetings as requested.
• Work independently and lead special client projects.
• Provide support on special client assignments as needed.

• Relevant experience in specialty insurance; specialty experience preferred.
• Excellent attention to detail and ability to maintain data completeness within AMS.
• Successfully achieved a general insurance designation; pursuit of additional insurance designations preferred.
• Strong project and time‑management skills to manage multiple priorities.
• Proficiency with Microsoft Office (PowerPoint, Outlook, Word, Excel).
• Limited travel (